Alain Berube

Senior Financial Advisor & Portfolio Manager @Raymond James Ltd.

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2014 — Present

Senior Financial Advisor & Portfolio Manager @Raymond James Ltd.

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Edmonton, AB, CA

EDUCATION

2005

Nipissing University

Bachelor of Business Administration (BBA)

2012

CFA Institute

CFA Charterholder

2022

College for Financial Planning

Chartered Retirement Planning Counselor (US)

SKILLS

Personal FinanceTfsaInvestmentsReal EstateMutual FundsSavingsRisk ManagementRetirementBondsFinancial PlanningPortfolio ManagementWealth ManagementLife InsuranceEtfsHigh Net WorthRrspEstate PlanningRespTax PlanningDebt ManagementCharitable GivingBudgetingStocks

ABOUT ALAIN BERUBE

Having come from pension management, Alain delivers portfolios and financial plans that help clients feel confident and in control of their future, and can help both Canadian and US clients.Alain has worked in the investment industry since 2006. He oversaw regional and national real estate portfolios for Sun Life and the Alberta Teachers’ Retirement Fund. Alain joined Raymond James in 2014, preferring a more personal approach as a financial advisor. He holds a business degree from his hometown Nipissing University and the coveted CFA designation.Alain is a long-time sponsor and volunteer with the ERTC cycling club. He and his wife, Laura, are avid skiers and cyclists. They have two young boys, Jack and bit.ly/RJLUDSCLMR bit.ly/RJLDSCLMR

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Alain Berube — Senior Financial Advisor & Portfolio Manager at Raymond James Ltd. in Edmonton, AB, CA | Unifers